Billionaire Dan Loeb Doubles Down On These 2 Stocks
Billionaire Dan Loeb Doubles Down On These 2 Stocks
Billionaire Dan S. Loeb is the founder of Third Point and is renowned for his bold activist strategies that challenge the status quo and drive transformation in global companies.
億萬富翁丹·S·洛布是Third Point的創始人，以其大膽的激進策略而聞名，這些策略挑戰了現狀並推動了全球公司的轉型。
In the fourth quarter of 2024, renowned hedge fund manager Loeb significantly increased stakes in several companies, including more than doubling Third Point's holdings in Intercontinental Exchange Inc. (NYSE:ICE) and CRH PLC (NYSE:CRH), according to quarterly 13F filings.
根據2024年第四季度的13F文件，著名對沖基金經理洛布顯著增加了對幾家公司的持股，尤其是將Third Point在洲際交易所Inc.（NYSE:ICE）和CRH水泥（NYSE:CRH）的持股數增加了兩倍以上。
ICE: Intercontinental Exchange operates exchanges, including the New York Stock Exchange, and clearing houses that enable investment, capital raising, and risk management across various asset classes.
ICE：洲際交易所運營多個交易所，包括紐約證券交易所，以及能夠跨各種資產類別進行投資、資本籌集和風險管理的清算所。
Read: ICE's Resilient Business Model and Technological Advancements Drive an Outperform Rating – Here's Why
閱讀：ICE的韌性業務模型和技術進步推動了超越表現評級——原因如下
Loeb added 1.08 million shares in the third quarter at an average price of $148.77, bringing the total to 2.08 million shares.
洛布在第三季度增持了108萬股，平均價格爲148.77美元，持股總數達到208萬股。
This represents a 108.5% increase in share count from Q2, with a total portfolio value of $334.93 million.
這代表着與第二季度相比，股份數量增長了108.5%，總投資組合價值爲33493萬。
Third Point revealed its stake in a 13F filing in November. The stock has declined about 5.7% in the last month.
Third Point在11月的13F文件中披露了其持股。這隻股票在過去一個月中下跌了約5.7%。
Meanwhile, the capital market sector, as measured by the SPDR S&P Capital Markets ETF (NYSE:KCE), has declined roughly by 4.29% in the last month.
與此同時，資本市場板塊根據SPDR S&P Capital Markets ETF（NYSE:KCE）的測量，在過去一個月中大約下降了4.29%。
In the third quarter, the company's adjusted EPS of $1.55 was in line with the consensus expectations, while sales of $2.349 billion were slightly below the $2.354 billion estimate.
在第三季度，公司的調整後每股收益爲1.55美元，符合市場共識預期，而銷售額爲23.49億，略低於23.54億的預估。
Also Read: Big Changes At Building Products Company CRH: CEO Albert Manifold Set To Retire, CFO Jim Mintern Gears Up To Lead In 2025
另附內容：建築產品公司CRH發生重大變化：首席執行官阿爾伯特·曼尼福德將退休，財務長吉姆·敏特爾準備在2025年接任。
CRH: The company provides building materials solutions and has leadership positions in both North America and Europe.
CRH：該公司提供建築材料解決方案，並在北美和歐洲均處於領導地位。
Loeb added 1.40 million shares at an average price of $83.86 in the third quarter, raising the total count to 2.05 million shares.
洛布在第三季度以平均價格83.86美元增持了140萬股，累計持股總數達到205萬股。
This marks a 215.38% increase in share count, with a total value of $190.12 million.
這標誌着股份數量增加了215.38%，總值達到19012萬。
CRH shares have dipped around 7.8% compared to First Trust RBA American Industrial Renaissance ETF's (NASDAQ:AIRR) decline of 7.9% in the past month.
CRH的股票相比First Trust RBA American Industrial Renaissance ETF（納斯達克：AIRR）在過去一個月下跌了約7.8%，而後者下跌了7.9%。
The company's third-quarter results missed analyst consensus, with adjusted EPS of $1.97 coming below the consensus of $2.09 and sales of $10.515 billion falling short of the street view of $10.56 billion.
該公司的第三季度業績未能達到分析師預期，調整後每股收益爲1.97美元，低於2.09美元的市場共識，銷售額爲105.15億，低於市場預期的105.6億。
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譯文內容由第三人軟體翻譯。
